How to change client user's name in LegalVault?
In the legalvault portal a Firm is unable to change the name of a client user. If the client's name is misspelled please send an email to firstname.lastname@example.org
with the client's current name in LegalVault, the correct name spelling, and the client's member ID #.
We also suggest that you check and revise the user's username
, as the username is generated based on the entered first and last name and thus will most likely also be misspelled.
Change username and password for LegalVault client user
We don’t supply passwords to law firm clients for security reasons. You know your clients better than we do and we wouldn’t want to give out a password to the wrong person. Follow the below instructions to change a client's username and password: ...
How do I change client user's subscription term?
Send an email to email@example.com Include the user's: Full name Member ID Original subscription term selected Subscription term to be changed to
LegalVault End User Client Support
If you are in need of any assistance or would like to submit feedback please contact our support team: Email: firstname.lastname@example.org Submit a Ticket from Help Center
How can I change my LegalVault password?
As long as you know your current password you would be able to update it by logging into LegalVault account and clicking the "Manage Access to your Account" icon under the "Your Settings" tab. There will be a section called "Update Username and ...
Scenario A: Client completes Client Enrollment Form at least 10 days prior to final signing
We recommend providing the Client Enrollment Form to your clients early in the estate planning process. The benefit to following this routine is that you are able to provide the wallet cards to clients at final signing. Step 1 – Have client complete ...